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In a hurry? Financial Stocks Lists: Performance Trends Table, Stock Charts
Sort Financial stocks: Daily, Weekly, Year-to-Date, Market Cap & Trends.
Filter Financial stocks list by size:All Financial Large Mid-Range Small & MicroCap

On this page, you will find the most comprehensive analysis of financial stocks and ETFs - from latest trends to performances to charts - for investing & trading. Explore!
12Stocks.com Financial Stocks Performances & Trends Daily
April 24, 2024 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 68 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 75 and hence a deterioration of trend.

 Year To Date Performance: 9.36 %
 Weekly Performance: 1.83 %
 Daily Performance: -0.02 %
12Stocks.com
Financial Sector Trend
68 / 100
Here are the Smart Investing & Trading Scores of the most requested Financial stocks at 12Stocks.com (click stock name for detailed review):

12Stocks.com: Investing in Financial sector with Stocks
The following table helps investors and traders sort through current performance and trends (as measured by Smart Investing & Trading Score) of various stocks in the Financial sector.

Quick View: Move mouse or cursor over stock symbol (ticker) to view short-term Technical chart and over stock name to view long term chart. Click on to add stock symbol to your watchlist and to view watchlist. Click on any ticker or stock name for detailed market intelligence report for that stock.

12Stocks.com Performance of Stocks in Financial Sector

TickerStock NameWatchlistCategoryRecent PriceSmart Investing & Trading ScoreChange %YTD Change%
CBHAllianzGI Convertible Asset Mgmt8.8778-0.341.72%
TCBKTriCo Bancshares Regional Banks34.7667-0.34-19.11%
PMMPutnam Managed Closed-End Fund - Debt5.8810-0.34-3.29%
ORRFOrrstown  Regional Banks26.2262-0.34-11.12%
FSCOFS Credit Closed-End Fund - Debt5.8534-0.343.27%
FCFSFirstCash  Credit Services132.03100-0.3521.81%
CIKCredit Suisse Asset Mgmt2.8835-0.35-7.83%
HYBNew America Closed-End Fund - Debt7.0417-0.350.07%
EIMEaton Vance Asset Mgmt10.0729-0.35-0.64%
NUVNuveen Municipal Closed-End Fund - Debt8.5018-0.35-1.16%
TEAFTortoise Essential Asset Mgmt11.4161-0.35-2.56%
BSTBlackRock Science Closed-End Fund - Equity34.0525-0.351.16%
BBMCJPMorgan BetaBuilders Exchange Traded Fund87.1563-0.352.66%
GCORGoldman Sachs Exchange Traded Fund40.0625-0.35-4.23%
TECBiShares U.S. Exchange Traded Fund45.4258-0.355.70%
PFLPIMCO ome Closed-End Fund - Debt8.2737-0.36-2.01%
JHSJohn Hancock Closed-End Fund - Debt10.9973-0.361.01%
BYMBlackRock Municipal Closed-End Fund - Debt11.0223-0.36-1.69%
SIXL6 Meridian Exchange Traded Fund33.8676-0.362.26%
BCATBlackRock Capital Closed-End Fund - Equity15.4051-0.363.74%
ACGLNArch Capital Insurance - 19.6025-0.36-3.11%
BAPCredicorp  Banks168.2268-0.3712.20%
PFTAPortage Fintech SPAC10.738-0.371.71%
MMCMarsh & McLennan Insurance200.9531-0.386.06%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.5749-0.382.71%
For chart view version of above stock list: Chart View ➞
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Detailed Overview of Financial Stocks
Financial Technical Overview, Leaders & Laggards, Top Financial ETF Funds & Detailed Financial Stocks List, Charts, Trends & More

Financial Sector: Technical Analysis, Trends & YTD Performance
Financial sector is composed of stocks from banks, brokers, insurance, REITs and services subsectors.

Financial sector, as represented by XLF, an exchange-traded fund [ETF] that holds basket of Financial stocks (e.g, Bank of America, Goldman Sachs) is up by 9.36% and is currently outperforming the overall market by 3.7% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 68
YTD Performance: 9.36%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2024 We try to spot trends by analyzing the performances of various stocks or components within Financial sector and try to find best performing stocks. The movers and shakers. The winners and losers.

The top performing Financial sector stocks year to date are
Root [473%] Hippo [131%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[68%] Yiren Digital[63%]
Banco BBVA[63%] Heritage Insurance[61%] EverQuote [60%]
Fidelis Insurance[55%] First [52%] Lufax Holding[48%]
View complete list of Financial stocks by year-to-date performance

Now, more recently, over last week, the top performing Financial sector stocks on the move are
B. Riley[49.4%] Oportun [39.7%] Cipher Mining[22.1%]
Globe Life[17.8%] Root [16%] Sierra Bancorp[11.2%]
TOP [10.6%] Provident Bancorp[10.3%] LendingTree [9.8%]
Coinbase Global[9.7%] Trustmark [9.7%] Heritage Insurance[9.6%]
View complete list of Financial stocks by weekly performance

Unfortunately not all Financial stocks have done well this year. Investors of these stocks hope they have seen the worst and hope that these stocks are set to bounce back. The bearish stocks in this index year to date (YTD) are
Office Properties[-72%] New York[-70%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-55%] Hywin [-53%]
FRP [-51%] eHealth [-48%] Fanhua [-46%]
C&F [-46%] AlTi Global[-45%] RE/MAX [-44%]
.
Investors can get enhanced performance by riding the current stock trends. Using complex algorithms, 12Stocks.com has come up with Smart Investing & Trading Scores (on 0-bearish to 100-bullish scale) to identify best trending stocks. Top trending Financial stocks are
B. Riley[100] Trustmark [100] Synchrony [100]
MBIA [100] Kemper [100] Virtu [100]
East West[100] Equity Residential[100] Essex Property[100]
Cullen/Frost Bankers[100] BOK [100] OneMain [100]
View complete list of Financial stocks by 12Stocks.com trends

12Stocks.com: Investing in Financial Sector using Exchange Traded Funds
The following table shows list of key exchange traded funds (ETF) that help investors track Financial Index. For detailed view, check out our ETF Funds section of our website.

Quick View: Move mouse or cursor over ETF symbol (ticker) to view short-term Technical chart and over ETF name to view long term chart. Click on ticker or stock name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist.

12Stocks.com List of ETFs that track Financial Index

TickerETF NameWatchlistRecent PriceSmart Investing & Trading ScoreChange %Week %Year-to-date %
XLFFinancial  41.1268-0.021.839.36%
IAIBroker-Dealers & Secs 112.9075-0.181.684.03%
IYFFinancials  92.9668-0.201.828.84%
IYGFinancial Services  64.92680.072.378.69%
KRERegional Banking  49.01740.573.57-6.52%
IXGGlobal Financials  84.1953-0.541.617.14%
VFHFinancials  99.7275-0.102.028.09%
KBEBank  45.961000.703.49-0.13%
FASFinancial Bull 3X 103.2068-0.355.3824.86%
FAZFinancial Bear 3X 10.61320.28-5.27-22.38%
UYGFinancials  64.4768-0.423.2516.79%
IATRegional Banks  42.21680.763.610.88%
KIEInsurance  49.6758-0.161.29.84%
PSCFSmallCap Financials  46.98580.073.33-4.46%
EUFNEurope Financials  22.4268-1.102.146.97%
PGFFinancial Preferred  14.73290.071.381.03%
 Smart Investing & Trading Score (0-Bearish to 100-Bullish)
12Stocks.com: Charts, Trends, Fundamental Data and Performances of Financial Stocks
We now take in-depth look at all Financial stocks including charts, multi-period performances and overall trends (as measured by Smart Investing & Trading Score).

One can sort Financial stocks (click link to choose) by Daily, Weekly and by Year-to-Date performances. Also, one can sort by size of the company or by market capitalization.
Select Your Default Chart Type:
Long Term Chart Daily Chart Weekly Chart 
Long Term Chart (Default)
Weekly Chart Example
Daily Chart Example
Click on stock symbol or name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist. Quick View: Move mouse or cursor over "Daily" to quickly view daily Technical stock chart and over "Weekly" to view weekly Technical stock chart.

Stock Chart of AllianzGI Convertible & Income 2024 Target Term FundCBH AllianzGI Convertible & Income 2024 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 131.403 Millions
Recent Price: 8.87    
Smart Investing & Trading Score: 78
Day Percent Change: -0.34%    
Day Change: -0.03
Week Change: 0.34%    
Year-to-date Change: 1.7%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of TriCo BancsharesTCBK TriCo Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 875.129 Millions
Recent Price: 34.76    
Smart Investing & Trading Score: 67
Day Percent Change: -0.34%    
Day Change: -0.12
Week Change: 3.51%    
Year-to-date Change: -19.1%
TCBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBK to Watchlist:       View:      Get Complete TCBK Trend Analysis ➞

Stock Chart of Putnam Managed Municipal Income TrustPMM Putnam Managed Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.88    
Smart Investing & Trading Score: 10
Day Percent Change: -0.34%    
Day Change: -0.02
Week Change: -0.34%    
Year-to-date Change: -3.3%
PMM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMM to Watchlist:       View:      Get Complete PMM Trend Analysis ➞

Stock Chart of Orrstown Financial Services, Inc.ORRF Orrstown Financial Services, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 159.999 Millions
Recent Price: 26.22    
Smart Investing & Trading Score: 62
Day Percent Change: -0.34%    
Day Change: -0.09
Week Change: 1%    
Year-to-date Change: -11.1%
ORRF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORRF to Watchlist:       View:      Get Complete ORRF Trend Analysis ➞

Stock Chart of FS Credit Opportunities Corp.FSCO FS Credit Opportunities Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 942 Millions
Recent Price: 5.85    
Smart Investing & Trading Score: 34
Day Percent Change: -0.34%    
Day Change: -0.02
Week Change: -1.85%    
Year-to-date Change: 3.3%
FSCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSCO to Watchlist:       View:      Get Complete FSCO Trend Analysis ➞

Stock Chart of FirstCash, Inc.FCFS FirstCash, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2795.48 Millions
Recent Price: 132.03    
Smart Investing & Trading Score: 100
Day Percent Change: -0.35%    
Day Change: -0.47
Week Change: 1.24%    
Year-to-date Change: 21.8%
FCFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCFS to Watchlist:       View:      Get Complete FCFS Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund, Inc.CIK Credit Suisse Asset Management Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 114.503 Millions
Recent Price: 2.88    
Smart Investing & Trading Score: 35
Day Percent Change: -0.35%    
Day Change: -0.01
Week Change: 0.87%    
Year-to-date Change: -7.8%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of The New America High Income Fund Inc.HYB The New America High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.107 Millions
Recent Price: 7.04    
Smart Investing & Trading Score: 17
Day Percent Change: -0.35%    
Day Change: -0.03
Week Change: 0.07%    
Year-to-date Change: 0.1%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Bond FundEIM Eaton Vance Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 817.203 Millions
Recent Price: 10.07    
Smart Investing & Trading Score: 29
Day Percent Change: -0.35%    
Day Change: -0.04
Week Change: 0.25%    
Year-to-date Change: -0.6%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.50    
Smart Investing & Trading Score: 18
Day Percent Change: -0.35%    
Day Change: -0.03
Week Change: -0.12%    
Year-to-date Change: -1.2%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of Tortoise Essential Assets Income Term FundTEAF Tortoise Essential Assets Income Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 123.103 Millions
Recent Price: 11.41    
Smart Investing & Trading Score: 61
Day Percent Change: -0.35%    
Day Change: -0.04
Week Change: -0.09%    
Year-to-date Change: -2.6%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of BlackRock Science and Technology TrustBST BlackRock Science and Technology Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 552.347 Millions
Recent Price: 34.05    
Smart Investing & Trading Score: 25
Day Percent Change: -0.35%    
Day Change: -0.12
Week Change: 3.28%    
Year-to-date Change: 1.2%
BST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BST to Watchlist:       View:      Get Complete BST Trend Analysis ➞

Stock Chart of JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 87.15    
Smart Investing & Trading Score: 63
Day Percent Change: -0.35%    
Day Change: -0.31
Week Change: 2.22%    
Year-to-date Change: 2.7%
BBMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBMC to Watchlist:       View:      Get Complete BBMC Trend Analysis ➞

Stock Chart of Goldman Sachs Access U.S. Aggregate Bond ETFGCOR Goldman Sachs Access U.S. Aggregate Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.06    
Smart Investing & Trading Score: 25
Day Percent Change: -0.35%    
Day Change: -0.14
Week Change: -0.2%    
Year-to-date Change: -4.2%
GCOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCOR to Watchlist:       View:      Get Complete GCOR Trend Analysis ➞

Stock Chart of iShares U.S. Tech Breakthrough Multisector ETFTECB iShares U.S. Tech Breakthrough Multisector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.42    
Smart Investing & Trading Score: 58
Day Percent Change: -0.35%    
Day Change: -0.16
Week Change: 1.41%    
Year-to-date Change: 5.7%
TECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TECB to Watchlist:       View:      Get Complete TECB Trend Analysis ➞

Stock Chart of PIMCO Income Strategy FundPFL PIMCO Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 223.707 Millions
Recent Price: 8.27    
Smart Investing & Trading Score: 37
Day Percent Change: -0.36%    
Day Change: -0.03
Week Change: 1.47%    
Year-to-date Change: -2.0%
PFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFL to Watchlist:       View:      Get Complete PFL Trend Analysis ➞

Stock Chart of John Hancock Income Securities TrustJHS John Hancock Income Securities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 137.107 Millions
Recent Price: 10.99    
Smart Investing & Trading Score: 73
Day Percent Change: -0.36%    
Day Change: -0.04
Week Change: 0.27%    
Year-to-date Change: 1.0%
JHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHS to Watchlist:       View:      Get Complete JHS Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 23
Day Percent Change: -0.36%    
Day Change: -0.04
Week Change: -0.36%    
Year-to-date Change: -1.7%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of 6 Meridian Low Beta Equity Strategy ETFSIXL 6 Meridian Low Beta Equity Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.86    
Smart Investing & Trading Score: 76
Day Percent Change: -0.36%    
Day Change: -0.12
Week Change: 1.09%    
Year-to-date Change: 2.3%
SIXL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXL to Watchlist:       View:      Get Complete SIXL Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 15.40    
Smart Investing & Trading Score: 51
Day Percent Change: -0.36%    
Day Change: -0.06
Week Change: 0.88%    
Year-to-date Change: 3.7%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLN Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 27880 Millions
Recent Price: 19.60    
Smart Investing & Trading Score: 25
Day Percent Change: -0.36%    
Day Change: -0.07
Week Change: 1.77%    
Year-to-date Change: -3.1%
ACGLN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLN to Watchlist:       View:      Get Complete ACGLN Trend Analysis ➞

Stock Chart of Credicorp Ltd.BAP Credicorp Ltd.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 11809.9 Millions
Recent Price: 168.22    
Smart Investing & Trading Score: 68
Day Percent Change: -0.37%    
Day Change: -0.62
Week Change: 1.94%    
Year-to-date Change: 12.2%
BAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAP to Watchlist:       View:      Get Complete BAP Trend Analysis ➞

Stock Chart of Portage Fintech Acquisition CorporationPFTA Portage Fintech Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 336 Millions
Recent Price: 10.73    
Smart Investing & Trading Score: 8
Day Percent Change: -0.37%    
Day Change: -0.04
Week Change: 0.19%    
Year-to-date Change: 1.7%
PFTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFTA to Watchlist:       View:      Get Complete PFTA Trend Analysis ➞

Stock Chart of Marsh & McLennan Companies, Inc.MMC Marsh & McLennan Companies, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 42821.8 Millions
Recent Price: 200.95    
Smart Investing & Trading Score: 31
Day Percent Change: -0.38%    
Day Change: -0.76
Week Change: -0.72%    
Year-to-date Change: 6.1%
MMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMC to Watchlist:       View:      Get Complete MMC Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.57    
Smart Investing & Trading Score: 49
Day Percent Change: -0.38%    
Day Change: -0.07
Week Change: 1.03%    
Year-to-date Change: 2.7%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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